The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. So she wants her portfolio managed that way.

Management 222

Management Investments Investing Assets 222

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. So, GOG, discretionary portfolio management. My — my roots were very more reasonably humble. Um, then you have what is FRM MSL.

Clients 162

Clients Management Engineering Investing 162

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. Now what they’ve also done is they’ve worked really hard to build a real financial services sector there. And how long did you stay there?

Investments 130

Investments Investing Assets Insurance 130

Brown Advisory

SEPTEMBER 25, 2023

The history of small-cap investing is blurry, but a significant moment came in the post-World War II era with the rise of mutual funds and the advent of portfolio diversification theories, such as Harry Markowitz’s Modern Portfolio Theory in the 1950s. listed companies across a diverse mix of sectors. equity universe.

Portfolio 52

Portfolio Clients Management Investments 52

Trade Brains

JULY 23, 2022

The ICICI Direct which is a part of ICICI Securities ranks number one in the full-service stockbrokers’ list. It is armed by the leading private financial services provider ICICI Group which is in existence since 1994. Motilal Oswal Securities Limited is a subsidiary firm of Motilal Oswal Financial Service Limited.

Accounting 52

Accounting Financial Services Insurance Planning 52

Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. The small cap index, the Russell 2000, fell 4.4%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 65

Marketing Marketing Economy Economics 65

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. It is a financial services hub. He worked as a trader.

Assets 147

Assets Insurance Management Investments 147

The Big Picture

APRIL 11, 2023

And from the ‘90s, anecdotally, and I know the plural of anecdote is not data, but anecdotally, we always used to see the worst time stock buybacks heading into 2000. Management tends to be terrible timers. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. RITHOLTZ: Right.

Valuation 298

Valuation Education Numbers Government 298